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AAA Budding Beasts Portfolio

AlfAccurate Advisors Pvt Ltd

706.23 CR AUM

AAA Budding Beasts Portfolio

AAA Budding Beasts Portfolio

AlfAccurate Advisors Pvt Ltd

706.23 CR AUM

BSE 500 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

rajesh kothari

Fund Manager
EQUITYStrategies

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking' by CRISIL, a Standard & Poor's affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Mr. Rajesh Kothari is the Founder and Managing Director of AlfAccurate Advisors which is one of the leading Investment Advisory firms in India. With a CWA and an MBA by qualification, he has a rich experience of more than 20 years in the Indian Capital Markets and has handled several investment projects in premier investment institutions. AlfAccurate Advisors PMS has delivered 24% compounded annualized returns since its inception in 2009 by one of the highest in the industry. During his tenure as a Fund Manager at DSP Merrill Lynch Fund Managers (now DSP BlackRock Mutual Fund), the equity assets under management flourished from USD 100mn to USD 1.5bn. All through this period of five years, the equity schemes often ranked in its 1st 'Quartile Ranking' by CRISIL, a Standard & Poor's affiliate. This is a testimony to his financial acumen and vast knowledge of investments. He is the recipient of several awards for delivering superior and consistent risk-adjusted returns. He won the CRISIL Mutual Fund of the Year Award in 2006 for DSP Merrill Lynch Equity Fund. Economic Times rated him as a b Platinum Fund Manager. During his tenure, the fund house also received the Lipper India Fund award for the Best Equity Fund Group for three years. He is also honoured with CMA Young Achiever Award 2014 by ICMAI. Moreover, he has also been a keynote speaker at several international conferences/summits like Maharashtra Economic Summit, Institute of Directors, TradeTech Asia conference and The World Council for Corporate Governance. He has also invited a guest speaker on business channels like CNBC-TV18, ETNOW, and Bloomberg. Mr. Kothari is also actively involved with Arham Yuva Seva Group - a philanthropic initiative with several significant programmes for a better world for the youth.

Purpose

AAA Budding Beasts Portfolio is an equity investment strategy focused on identifying market leaders with strong corporate governance, scalable business models and high growth potential. The portfolio construction is grounded in research driven stock selection combining top down and bottom up analysis with strong due diligence and cycle aware allocation. The strategy seeks to capture long term growth by investing in companies with strong balance sheets, high ROCE and sustainable earnings expansion. The investment universe focuses primarily on mid cap and small cap companies that are category leaders across diverse sectors such as consumer, auto and auto ancillary, engineering, banking and finance, pharma, chemicals and software. Portfolio construction follows disciplined entry, sizing and exit discipline with an investment horizon of three to five years. The portfolio typically consists of about 30 to 60 companies with diversification across sectors and risk management through position limits. Maximum weight in a single stock is generally capped at 10 percent while top ten holdings may account for about 50 percent of the portfolio. The strategy focuses on identifying scalable businesses early and allowing compounding across cycles with examples of past investments including Safari Industries, Trent, Hitachi Energy, Uno Minda and PB Fintech. Sector agnostic. Market cap combination of small cap, mid cap and limited large cap exposure.

Investment Approach v/s Benchmark Metrics

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1M IA return
-9.84%
1M benchmark return
-11.37%
Alpha
1.53%
1M Wealth multiple
0.90x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-9.84%
1M benchmark return
-11.37%
Alpha
1.53%
1M Wealth multiple
0.90x

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